While gambling is generally seen as a vice, there's another side to it that often gets ignored. It's a facet that's currently undergoing a sea change in India and our story tries to capture some of these elements. So here is our comprehensive review of the casino/gambling industry and the only listed company in the segment- Delta Corp....Read more

Published on Jan 20th

POPULAR STORIES

Balkrishna Industries is a multibagger. It's got a global brand and it tends to a sector that's considered to grow along a secular trend. But it's story is more about just the numbers and the business opportunities. Hidden deep inside the complex maze is a story about redemption, a story about unbridled ambition and wealth and a story about how big bets can reap even bigger rewards. Most importantly it's a story you do not want to miss....Find out more

When banks across the financial spectrum started declaring large amounts of NPAs it seemed like the entire industry was fraught with greed and a lack of oversight. But just when you thought the whole lot was broken, HDFC bank emerged as the shining beacon of the banking sector. This story talks about the biggest problem plaguing the industry and one bank's attempt to buck the trend....Find out more

When the Wright Brothers took to air for the first time at Kitty Hawk, it was bound to change mankind forever and it did. Almost a century later, Warren Buffett had this to say about the matter-" Indeed, if a farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favour by shooting Orville [Wright] down.” This story is a an attempt to bridge the gap. Air Travel or Airline Stock?......Find out more

Everybody is calling HEG India a cyclical play. A play that's just about to fall apart at the seams. But the truth is much more nuanced than it seems. Our story focuses on the upside and the downside to the Graphite story...Find out more

While everybody is out with their pitchforks demanding for RBIs head this piece will provide you another perspective, the RBI perspective. If you haven't been following up with controversies or haven't got around to reading what the RBI does. This story is definitely for you....Read more

This story tries to connect one of the most popular works on accounting forensics "Financial Shenanigans" to Dalal Street and tell you how to piece together a puzzle to see if the growth story on your favourite stock is premised on solid ideals or shaky ground...Read more

When madness grips the collective psyche of the public all hell breaks loose. Out story on Avanti takes readers deep into the minds of investors to explain how stock markets can be overcome by the irrational exuberance surrounding a good story....Read more

The 5G Revolution is here and Indian Fiber companies are on the ascendancy, case in point- Sterlite Technologies. How will India's biggest optical fiber company fare well over the course of the next few years...Read more

When Maggi went off the shelves in early June 2015, Nestle India was looking at a very uncertain future and yet three years afterwards, all of it seems like a minor blip. This story on Nestle takes you through the inner workings before and after the crisis in what is a jam-packed read with explainers, good wisdom and a solid comeback theme. ...Read more

The financial institutions that serve us are interconnected in so many ways that a small blip in the system could have the potential to bring down the entire economy if we don't stop the contagion spread and the NBFC crisis is threatening to do just that. In this story we try and piece together the pieces of this puzzle as the crisis unfolds in what is being touted as India's moment of reckoning...Read more

As the RBI refuses to offer an additional term to Rana Kapoor to continue as Yes Bank's CEO, it's share price is in the doldrums. Our story today is about Yes Bank, the company and the stock and all that goes into running a bank. It is an attempt to understand the finances, business drivers and the promoter himself to figure out where Yes Bank is headed for the future....Read more

Titan is on a golden run. Buoyed by the resurgence in the jewellery sector and the advent of demonetisation and GST, Titan's stock price has been rallying prodigiously over the past two years. But how should an investor analyse a jewellery business. What are the factors driving stock ...Read more

Marico houses such enviable brands including Parachute, Set Wet and Saffola. It's grown from being a family run business to an FMCG giant occupying leadership position in most market it competes in. But with fierce competition looming will Marico keep the pace up or will it fizzle away as time goes by. Find out ... Read more